2025-06-25T14:32:31-05:00 2024-11-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-12-01 237090080 Elfers Foundation Inc ELFE 6177176370 co Brown Advisory 100 High Street Boston MA 02110 Deborah Elfers President 6177176370 2025-06-25 1 0 Connor Smart P02285543 2078792100 2025-06-25 2023 2025-03-06 01:10:19Z X 15400000 X 159669 203413 203413 276284 1626307 276284 45186 29425 684552 509122 0 0 0 485 0 485 7000 3500 3500 58372 45872 12500 89080 87807 1273 154937 137179 17758 660000 660000 814937 137179 677758 -130385 371943 172157 245852 245852 689598 533726 533726 6844361 8035699 8035699 1726381 1820229 1820229 4511194 4764494 4764494 13943691 15400000 15400000 0 0 X 10785625 10785625 0 0 3158066 4614375 13943691 15400000 13943691 15400000 13943691 -130385 1586694 15400000 0 15400000 Publicly Traded Securities P 1543899 1350023 193876 193876 Pass-Through Partnership P 37229 37229 37229 Capital Gains Dividends P 45179 45179 45179 276284 5170 0 5170 0 5170 24504 0 0 0 24504 0 19334 19334 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 N/A Brown Advisory Boston ABP 6177176370 100 High Street 27th Floor Boston MA 02110 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Amelia R Elfers c/o Brown Advisory 100 High Street Boston MA 02110 Director (start 2/2024) 1.00 0 0 0 Katherine A Elfers c/o Brown Advisory 100 High Street Boston MA 02110 Director (end 2/2024) 1.00 0 0 0 William Alexander Haughton c/o Brown Advisory 100 High Street Boston MA 02110 Director 1.00 0 0 0 Eric Muther c/o Brown Advisory 100 High Street Boston MA 02110 Director 1.00 0 0 0 Deborah B Elfers 61 Mount Vernon Street Boston MA 02108 President/Director 5.00 0 0 0 Jane Elfers Muther c/o Brown Advisory 100 High Street Boston MA 02110 Treasurer/Vice President/Director 1.00 0 0 0 Henry Dormitzer c/o Choate LLP Two International Place Boston MA 02110 Secretary/Clerk/Director 1.00 0 0 0 NONE 0 NONE 0 0 10134251 137467 4702982 14974700 0 0 14974700 224621 14750079 737504 737504 5170 2572 7742 729762 0 729762 0 729762 677758 0 677758 729762 0 0 34325 55785 64989 155099 677758 0 0 0 677758 0 52004 52004 103095 0 0 0 0 0 0 0 103095 38106 64989 X 317 Main Street Community Music Center 317 Main Street Yarmouth ME 04096 N/A PC General Purpose 13750 Billings Farm & Museum (aka Woodstock Foundation) PO Box 489 Woodstock VT 05091 N/A PC General Purpose 10000 Boston Athenaeum 10 1/2 Beacon Street Boston MA 02108 N/A PC General Purpose 10000 Dana Hall Schools PO Box 9010 Wellesley MA 02482 N/A PC General Purpose 50000 Mass General Hospital (aka Mass General Brigham) 800 Boylston Street Suite 1150 Boston MA 02199 N/A PC General Purpose 10000 Ohio State University 2650 Kenny Road Columbus OH 43210 N/A GOV General Purpose 20000 Portland Community Squash 66 Noyes Street Portland ME 04103 N/A PC General Purpose 13750 Sea Change Yoga PO Box 8135 Portlad ME 04104 N/A PC General Purpose 2500 The Fessenden School 250 Waltham Street West Newton MA 02465 N/A PC General Purpose 190000 The Hotchkiss School 11 Interlaken Road Lakeville CT 06039 N/A PC General Purpose 300000 Trinity Church 206 Clarendon Street Boston MA 02116 N/A PC General Purpose 10000 Walnut Hill School for the Arts 12 Highland Street Natick MA 01760 N/A PC General Purpose 20000 Woodwell Climate Research Center 149 Woods Hole Road Falmouth ME 02540 N/A PC General Purpose 10000 660000 0 14 203413 18 276284 Income from Pass-through Interests 523000 15761 14 29425 (Recorded on Books) 15761 509122 0 524883 0 0 0 0 0 0 0 0 0 0 X X 1 Harvard College Charitable Lead Trusts 1033 Massachusetts Avenue Cambridge MA 02138 159669 X Tax Preparation 7000 3500 3500 56452.792 shs PMZIX 525011 525011 147519.114 shs IICIX 1295218 1295218 14210.863 shs APHKX 697327 697327 27907.388 shs BAFWK 1640396 1640396 430021.623 shs BAFLX 1185246 1185246 102763.059 shs BVALX 1729502 1729502 75537.603 shs BAFQX 898142 898142 14565.585 shs BAUUX 523487 523487 9183.913 shs BAFSX 467553 467553 12710.320 shs GSIMX 278992 278992 37594.965 shs GLIFX 615054 615054 533726 533726 0 0 Greylock XII LP FMV 22508 22508 Greylock 16 LP FMV 1554717 1554717 Commonfund Capital Partners FMV 1203859 1203859 McCrillis Land Association FMV 334790 334790 Global Select Hedged Managers Fund FMV 1648620 1648620 Legal Fees 485 0 485 MA Form PC Filing Fees 125 0 125 Pass-Through Interest Expenses 87807 87807 0 D&O Insurance 591 0 591 State Filing Fees 557 0 557 Income from Pass-through Interests 45186 29425 45186 Unrealized Gains on Investments 1586694 Investment Management 33372 33372 0 Administration Services 25000 12500 12500